RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $239M
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1 +$535K
2 +$423K
3 +$295K
4
CRWD icon
CrowdStrike
CRWD
+$255K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$240K

Top Sells

1 +$140K
2 +$128K
3 +$121K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$74.5K
5
UBER icon
Uber
UBER
+$62.9K

Sector Composition

1 Technology 23.21%
2 Energy 10.46%
3 Healthcare 8.95%
4 Communication Services 8.34%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$29.5K 0.02%
+2,269
377
$29.4K 0.02%
+2,500
378
$29.4K 0.02%
+222
379
$29.1K 0.02%
+1,054
380
$28.8K 0.02%
+6,450
381
$28.6K 0.02%
+1,410
382
$28.5K 0.02%
+324
383
$28.5K 0.02%
+451
384
$28.4K 0.02%
+7,137
385
$28.3K 0.02%
+426
386
$28.1K 0.02%
+33
387
$27.7K 0.02%
+8,000
388
$26.8K 0.02%
+800
389
$26.7K 0.02%
+3,835
390
$26.5K 0.02%
+1,804
391
$26.4K 0.02%
+100
392
$26.1K 0.02%
+2,683
393
$26.1K 0.02%
+97
394
$25.9K 0.02%
+301
395
$25.8K 0.02%
+131
396
$25.5K 0.02%
+1,365
397
$25.4K 0.02%
+500
398
$25.3K 0.02%
+113
399
$25.1K 0.02%
+65
400
$25K 0.02%
+50